Our Services
What we Do BestIn summary, we help you manage your wealth. “I have no wealth to manage,” you say? We also help build your wealth. Individual, professional, business or corporate, whichever you are, we are here to help you.
We exist to serve you.
Our Services
Your Trusted Independent Wealth Managers
Yes, we sell financial products, but we really pride ourselves on giving quality advice. A product outside of advice remains a product. In stark contrast, a product recommended through advice is a solution, a plan.
We are here to help you plan.
A product is different from what you need. What you need is a solution. You depend on yourself, your family depends on you, and most of all, your legacy depends on you.
Our Services
Long-Term Insurance
Life Cover
When you can no longer take care of your loved ones, you can rest assured knowing that they are catered for. You can have as much cover as you are willing to pay for.
Disability Cover
Get financial protection in the event that you are disabled or impaired. Enjoy a lump sum to be spent on costs surrounding your disablement, or at your own discretion.
Dreaded Disease Cover
Receive financial compensation in the event that you are diagnosed with a dreaded disease. You will be eligible for a claim even upon the diagnosis of covered conditions.
Education Cover
Saving for your child’s education is a good idea, only, investing over a period presupposes that you have time, that you have life. Get cover lest you run out of time.
Income Protection
Rest assured. Protect your income in the event that you are deemed medically unfit for work both in the short-term as well as permanent disablement. Preserve your lifestyle.
Retrenchment Protector
Your salary is your financial lifeblood. People depend on your salary, You depend on it. Make sure your salary is safe even if you get retrenched with a policy.
Funeral Cover
Insurance that pays a specified amount of money in the event of a death, ensuring costs of a funeral will be covered so that family members do not have to struggle financially at this difficult time.
Buy & Sell Agreement
A buy & sell agreement requires that the business share of a shareholder be sold to the company or the remaining members of the business according to a predetermined formula.
Key Individual Assurance
Key person insurance is needed if the sudden loss of an employee would have a large negative effect on the company’s operations. Get time to find strategies to save the business.
Our Services
Investments
Unit Trust & Tax-Free Savings Account (TFSA)
A short-term investment that offers penalty-free flexibility. This option offers several investment options with low management fees. Great as part of an emergency fund.
Endowment Plan
A five-year investment plan that benefits from a trust status after year three. You may nominate a beneficiary for this type of investment. A great estate planning tool.
Education Savings Plan (Built on Endowment)
Built on an endowment, this kind of product allows you to save for your child’s education with the peace of mind of protection. No other investment offers this kind of protection.
Retirement Annuity
Own your retirement planning. With its great tax benefits, this vehicle is for those who do not belong to a pension fund or know that a pension/provident fund is not enough.
Pension/Provident Preserver
Spending your retirement savings when you change jobs is a bad idea. Avoid tax penalties and get to preserve your retirement savings on your own investment terms.
Post-Retirement Solutions
Invest your retirement savings when you retire and choose how much income you want to draw from your investment on a monthly basis. We have various products to suit your needs.
Our Partners
We Only Partner with the Best
Own Your Finances
Take Control of Your Destiny
Now you what products we have on offer, and you also know who our incredible partners are, but we would be remiss not to remind you that we are actually a services company.
Our service is managing your wealth management. We are here to help you preserve and grow your money and help you build the lifestyle that you work so hard to create for yourself and your family.
Complete our free online financial needs analysis to see where you stand and what you can do to improve your financial situation